Pine Ridge Advisers LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pine Ridge Advisers LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,400
-3.7%
1,0830.0%0.06%
-8.2%
Q2 2023$275,602
+8.1%
1,0830.0%0.06%
+15.1%
Q1 2023$254,949
+6.7%
1,0830.0%0.05%
-15.9%
Q4 2022$238,9961,0830.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,238,084$153,497,00040.36%
SCS Capital Management LLC 5,542,995$687,221,00036.96%
Tanglewood Wealth Management, Inc. 641,631$79,549,00034.95%
GM Advisory Group, LLC 245,598$30,449,00012.00%
PITCAIRN CO 835,735$103,615,00011.97%
Wind River Trust Co 189,135$23,449,00011.38%
Stairway Partners, LLC 212,328$26,324,00011.34%
Capital Analysts, LLC 386,348$47,899,527,0009.80%
McCutchen Group LLC 140,790$17,455,0008.20%
BRIGHTON JONES LLC 279,110$34,604,0007.90%
View complete list of ISHARES TR shareholders